AWP
UVSP icon

Abacus Wealth Partners’s Univest Financial UVSP Stock Holding History

Abacus Wealth Partners’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
4,938
-6,786
-58% -$266K 0.02% 304
2026
Q1 		$402K Buy
11,724
+209
+2% +$7.07K 0.04% 273
2025
Q4 		$377K Buy
+11,515
New +$361K 0.04% 286

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Abacus Wealth Partners's UVSP Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Univest Financial (UVSP) stake by 58% in Q2 2026, selling an estimated $266K and leaving 4,938 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #304.

Abacus Wealth Partners first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q1 2026. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Abacus Wealth Partners held 4,938 shares of Univest Financial worth $216K as of Q2 2026.
  • Abacus Wealth Partners sold 6,786 Univest Financial shares in Q2 2026, an estimated $266K.
  • Univest Financial made up 0.02% of Abacus Wealth Partners's portfolio in Q2 2026, its #304 holding.
  • Abacus Wealth Partners first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Univest Financial position peaked at $402K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.